ENVESTNET, INC. - COM (ENV)

Historical Portfolio Holders from Q1 2014 to Q2 2024

All holders as of June 30, 2024
Q2 2024
Type / Class
Equity / COM
Shares, excl. options Q2 2024
58.5M
Holdings value Q2 2024
$3.66B
Value change Q2 2024
-$42.1M
Grand Portfolio weight change Q2 2024
0%
Number of holders
251
Number of buys Q2 2024
129
Number of sells Q2 2024
-102
Average buys Q2 2024 %
+0.002%
Average sells Q2 2024 %
-0.001%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q2 58.5M $3.66B -$42.1M $62.59 252
2024 Q1 58.8M $3.4B +$54.9M $57.91 228
2023 Q4 55.5M $2.75B +$124M $49.52 216
2023 Q3 56.4M $2.49B -$111M $44.03 221
2023 Q2 57.4M $3.41B -$37.8M $59.35 222
2023 Q1 58.3M $3.42B +$8.18M $58.67 233
2022 Q4 58.3M $3.6B +$252M $61.70 234
2022 Q3 55.8M $2.48B +$2.08M $44.40 225
2022 Q2 55.7M $2.94B -$64.5M $52.77 239
2022 Q1 56.4M $4.2B +$32.1M $74.44 260
2021 Q4 56M $4.45B -$57.5M $79.34 247
2021 Q3 53.8M $4.31B -$149M $80.24 226
2021 Q2 55.7M $4.23B +$79.3M $75.86 238
2021 Q1 54.9M $3.96B -$39.8M $72.23 230
2020 Q4 55.2M $4.54B -$145M $82.29 280
2020 Q3 57M $4.4B +$323M $77.16 271
2020 Q2 52.8M $3.89B +$178M $73.54 246
2020 Q1 50.7M $2.72B -$62.1M $53.78 231
2019 Q4 50.7M $3.53B +$8.86M $69.63 227
2019 Q3 49.3M $2.8B +$215M $56.70 213
2019 Q2 47M $3.21B +$103M $68.37 226
2019 Q1 46.5M $3.04B +$73M $65.39 222
2018 Q4 44.9M $2.21B -$16.5M $49.19 201
2018 Q3 45.4M $2.76B +$72.5M $60.95 208
2018 Q2 44.3M $2.44B +$180M $54.95 208
2018 Q1 41.6M $2.38B +$9.77M $57.30 199
2017 Q4 41.8M $2.08B -$23.9M $49.85 197
2017 Q3 42.3M $2.16B +$15.7M $51.00 167
2017 Q2 42.4M $1.68B +$125M $39.60 143
2017 Q1 43.3M $1.4B +$68.6M $32.30 155
2016 Q4 43.6M $1.54B +$10.1M $35.25 147
2016 Q3 43M $1.57B -$8.84M $36.45 136
2016 Q2 42.8M $1.43B +$13.4M $33.31 129
2016 Q1 43M $1.17B +$23.8M $27.20 125
2015 Q4 41.9M $1.25B +$93.4M $29.85 135
2015 Q3 38.8M $1.16B +$104M $29.97 133
2015 Q2 33.9M $1.37B -$23.1M $40.43 143
2015 Q1 33.8M $1.9B +$78.8M $56.08 136
2014 Q4 31.7M $1.56B +$43.7M $49.14 144
2014 Q3 32.5M $1.46B +$40.1M $45.00 130
2014 Q2 31.6M $1.53B +$95.5M $48.92 126
2014 Q1 29.8M $1.2B +$104M $40.18 128